Best Balanced Advantage Fund/ Dynamic Asset Allocation in 2026
Top performers by 1-month return · Direct-Growth · NAV as of 13-Jul-2026
This list ranks the 1 balanced advantage fund/ dynamic asset allocation on MoneyDock by their 1-month return, computed from AMFI NAV history for the Direct-Growth plan. Helios Balanced Advantage Fund currently leads with +4.07%.
Returns measure past performance only and should be one input among many — also weigh expense ratio, risk, fund house track record and how the fund fits your goals. Past performance does not guarantee future results.
| # | Fund | 1M Return | NAV |
|---|---|---|---|
| 1 | HE Helios Balanced Advantage Fund | +4.07% | ₹12.02 |
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Frequently Asked Questions
Which is the best balanced advantage fund/ dynamic asset allocation in 2026?
By 1-month return, Helios Balanced Advantage Fund currently tops this list with +4.07%. Rankings are based on past NAV performance and refresh daily — they are not a recommendation.
How are these funds ranked?
Funds are ranked purely by their 1-month return, computed from AMFI NAV history for the Direct-Growth plan. We rank over the longest period the available history supports and extend toward longer 1-, 3- and 5-year windows as more NAV data is collected. Past performance does not guarantee future results.
Are these Direct or Regular plans?
All returns shown are for the Direct-Growth plan, which carries no distributor commission and therefore has a lower expense ratio and typically higher long-term returns than the Regular plan.
Returns are computed from AMFI NAV history for the Direct-Growth plan and rank past performance only. This is not investment advice — mutual fund investments are subject to market risks; read all scheme-related documents carefully.